Filed March 5, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,023 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $31,580 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,524 | $45,068+47.6% | $67,221-1.0% | $73,409-9.4% |
| Participation rate | 96.0% | 75.3%+20.7pp | 79.4%+16.7pp | 72.2%+23.9pp |
| Annual return | 13.83% | 16.15%-2.3pp | 20.72%-6.9pp | 59.29%-45.5pp |
| Employer contribution / active EE | $2,405 | $2,041+17.8% | $3,723-35.4% | $2,234+7.7% |
| Participant deferral / active EE | $3,865 | $2,660+45.3% | $4,384-11.8% | $3,805+1.6% |
| Admin fee / account holder | $248 | $111+123.4% | $5,844-95.8% | $158+57.1% |